You cannot apply credits directly in MineralTree; credits need to be applied in Quickbooks. Please use the method below in order to have credits sync to MineralTree.
Steps to Apply Credits in QuickBooks
- From the "Pay Bills" window in Quickbooks select the desired Bill.
- From the details click "Set Credits" and apply the corresponding Credit.
- From the Bill list change the "Amount to Pay" to $0.00 and click "Pay Selected Bills".
- The Bill will now sync to MineralTree and appear in the Unpaid Bill list with the Credit deducted in the Amount Due. You will find the Credit listed in SEARCH tab in MineralTree.